How would Roger Montgomery manage this inherited portfolio?

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Uploaded by on Sep 22, 2011

Imagine you inherited a portfolio that included Ausdrill (ASL), Boart Longyear (BLY), Monadelphous Group (MND), Bradken (BKN), UGL Limited (UGL), Fortescue (FMG), BlueScope (BSL), Oz Minerals (OZL), Incitec Pivot (IPL), Mirabela Nickel (MBN), Myer (MYR), Fleetwood Corp (FWD), Santos (STO), Oil Search (OSH), Reckon (RKN), Iress (IRE), Roc Oil (ROC), Webjet (WEB), Forge Group (FGE), Mineral Resources (MIN), Clean Seas Tuna (CSS), McMillan Shakespeare (MMS) and Galaxy Resources (GXY). In this appearance on Switzer TV with Peter Switzer, Roger Montgomery reveals is Quality Scores for these companies and shares his thoughts on how to manage the transition of this portfolio. Watch this interview and discover what stocks Roger would sell, and what stocks he would add to the portfolio.

Switzer TV with Peter Switzer was broadcast on the Sky Business Channel on 22 September 2011.

Visit ‪http://www.rogermontgomery.com/ for Roger's step-by-step guide to valuing the best stocks and buying them for less than they're worth.

http://www.switzer.com.au/ from Peter Switzer is an online portal for retail investors and small business owners, offering daily news and articles on small business and personal finance. Switzer also provides industry- leading Financial Planning and Business Coaching services

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